Ad is loading...
LCBDX vs RMFEX
LCBDX vs RMFEX Comparison
Open Charts LCBDX vs RMFEX
ClearBridge Tactical Dividend Income IS
Price$23.35
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets341.28M
American Funds American Mutual R4
Price$55.34
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets100.86B
LCBDX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LCBDX vs. RMFEX commentary
May 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBDX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. LCBDX (341M). LCBDX pays higher dividends than RMFEX: LCBDX (3.65) vs RMFEX (1.65). LCBDX was incepted earlier than RMFEX: LCBDX (12 years) vs RMFEX (23 years). LCBDX (1.07) is less costly to investors than RMFEX (0.62). LCBDX is a more actively managed with annual turnover of: 59.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LCBDX: RMFEX (250) vs LCBDX (1000000). LCBDX annual gain was more profitable for investors over the last year : 5.22 vs. RMFEX (4.72). LCBDX return over 5 years is better than : 90.40 vs. RMFEX (58.22).
| LCBDX | RMFEX | LCBDX / RMFEX | |
| Total Expense Ratio | 1.07 | 0.62 | 173% |
| Annual Report Gross Expense Ratio | 1.07 | 0.62 | 173% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -5.972 | 1.154 | -517% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 101B | 0% |
| Annual Yield % from dividends | 3.65 | 1.65 | 222% |
| Returns for 1 year | 5.22 | 4.72 | 111% |
| Returns for 3 years | 34.02 | 18.36 | 185% |
| Returns for 5 years | 90.40 | 58.22 | 155% |
| Returns for 10 years | 73.03 | 66.67 | 110% |
View a ticker or compare two or three
VS
VS
Ad is loading...